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HBLRX vs WWICX
HBLRX vs WWICX Comparison
Open Charts HBLRX vs WWICX
Hartford Balanced Income R3
Price$15.36
Change+$0.10 (+0.66%)
VolumeN/A
Net Assets11.75B
Westwood Income Opportunity C
Price$12.84
Change+$0.05 (+0.39%)
VolumeN/A
Net Assets559.6M
HBLRX vs WWICX Comparison Chart in %
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HBLRX vs. WWICX commentary
Dec 04, 2025
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is HBLRX is a Hold and WWICX is a Hold.
FUNDAMENTALS
Fundamentals
HBLRX has more cash in the bank: 11.8B vs. WWICX (560M). WWICX pays higher dividends than HBLRX: WWICX (3.01) vs HBLRX (2.85). HBLRX was incepted earlier than WWICX: HBLRX (16 years) vs WWICX (6 years). WWICX (1.76) is less costly to investors than HBLRX (1.28). HBLRX is a more actively managed with annual turnover of: 61.00 vs. WWICX (57.00). HBLRX has a lower initial minimum investment than WWICX: HBLRX (0) vs WWICX (1000). WWICX annual gain was more profitable for investors over the last year : 6.91 vs. HBLRX (2.25). HBLRX return over 5 years is better than : 10.47 vs. WWICX (7.83).
| HBLRX | WWICX | HBLRX / WWICX | |
| Total Expense Ratio | 1.28 | 1.76 | 73% |
| Annual Report Gross Expense Ratio | 1.28 | 1.76 | 73% |
| Fund Existence | 16 years | 6 years | - |
| Gain YTD | 9.430 | 10.363 | 91% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 11.8B | 560M | 2,107% |
| Annual Yield % from dividends | 2.85 | 3.01 | 94% |
| Returns for 1 year | 2.25 | 6.91 | 33% |
| Returns for 3 years | 13.43 | 26.23 | 51% |
| Returns for 5 years | 10.47 | 7.83 | 134% |
| Returns for 10 years | 40.87 | N/A | - |
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